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Tata - ACT
Tata - ACT

Tata - ACT

  • Tata Asset Management Ltd
  • Multi Cap AND Flexi Cap
  • 89
    Out of 118*
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PMS Bazaar
Portfolio age6 years, 9 months
1.73%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.46%)
Allocation by Market Cap
Small Cap (41.78%)
Mid Cap (12.75%)
Large Cap (42.01%)
Sector Holdings
  • Financial Services19.52%
  • Fast Moving Consumer Goods16.11%
  • Capital Goods11.15%
  • Telecommunication10%
  • Healthcare9.12%
Stock Holdings
  • Indian Bank Ltd6.47%
  • Bharti Airtel Ltd.6.34%
  • HDFC Bank Ltd.6.02%
  • HDFC Bank Ltd5.97%
  • Zydus Wellness Ltd5.04%

bt_logoPORTFOLIO MANAGERS

Krutika Vispute
  • Manager Rank137 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM135.2
  • Highest Return In 1 Yr0.66%
Profile

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her Bachelors in Commerce from Mulund College of Commerce, University of Mumbai.

Other Schemes
  • table
  • Grid
Compare
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
Tata - ACT
AUM (₹ Cr)
₹104.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 251
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
4.27%
Tata - Emerging opportunities
AUM (₹ Cr)
₹18.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
45 Out of 53
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
104.60
(As on Oct, 2025)
Inception Date
Feb 12, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective of the strategy would be to generate sustainable capital appreciation over the long term.

Investment Approach

The portfolio would be constructed on a bottoms up basis across sectors and market caps. All Weather stocks – Quality and Compounding, Catalysts for Growth – Growth at Reasonable Price and Turnaround Candidates – Growth at Reasonable Price and Value with Catalyst.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Tata - ACT
AUM (₹ Cr)
₹104.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
224 Out of 251
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tata Asset Management Ltd
Tata Asset Management Ltd manages assets worth Rs 3946.88 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

3,946.88 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
Tata - ACT
AUM (₹ Cr)
₹104.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 251
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
4.27%
Tata - Emerging opportunities
AUM (₹ Cr)
₹18.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
45 Out of 53
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Tata - ACT?
There is no option for Hurdle rate.
What is the fixed fee charged in Tata - ACT ?
The fixed fee charged in Tata - ACT is 2.50%.
What is the variable fee charged in Tata - ACT ?
There is no option for Variable fee.
What is the profit sharing in Tata - ACT ?
There is no option for Profit sharing.
What is the minimum investment in Tata - ACT ?
The minimum investment in Tata - ACT is ₹50 Lacs
What type of scheme is Tata - ACT?
Tata - ACT is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tata - ACT?
The inception date of Tata - ACT is Feb 12, 2019.
What is the exit load of Tata - ACT?
Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.

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